HubSpot

Follow the below steps to connect to the HubSpot API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select HubSpot as the Integration Provider.

Step 2. Connect to the HubSpot API

1. Go to HubSpot and login to your account.
2. Click on the settings icon on the top-right of the screen.
3. In the left-hand sidebar menu, click on Integrations → Private Apps.
4. Click the Create a private app button.
5. Fill out the details, and click the Scopes tab. Select the following scopes:
   • crm.lists.read
   • crm.objects.companies.read
   • crm.objects.companies.write
   • crm.objects.contacts.read
   • crm.objects.contacts.write
   • crm.objects.deals.read
   • crm.objects.deals.write
   • crm.schemas.custom.read
   • tickets
   • forms
6. Click the Create App button in the top right.
7. In the dialog box, review the info about your app's access token, then click Continue creating.
8. Copy the Access Token from HubSpot and paste in the Access Token field in Formie.

Step 3. Disable Automatic Form Collection

1. In HubSpot, click on the Settings cog icon in the top right-hand of the screen.
2. In the left-hand sidebar menu, click on Marketing → Forms.
3. Click the Non-Hubspot Forms button.
4. For Collect data from website forms ensure that this is switched to Off.

Step 4. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 5. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.

Custom objects (Enterprise)

When using Map to Form with HubSpot custom object properties, Formie fetches your portal’s custom object schemas when you refresh HubSpot forms. Form fields are mapped using the correct objectTypeId (for example 2-21479350) automatically.

Ensure your private app includes the crm.schemas.custom.read scope, and refresh HubSpot forms after creating or changing custom objects in HubSpot.